Solo 401K qualification question

Retirement Accounts and Strategies
1

Love the show and all of the fantastic information that you deliver! Thank you!

I’m considering a new venture and a a specific question has come up.

Can an S-corp with no employees that has a solo 401k own a percentage of another s-corp that has a full time employee or employees without putting its Solo 401k status in jeopardy?

Thanks Again,

Christopher

2

Thank you so much for submitting this question. We answered it on today’s show, recorded 3/27/24. Please check it out there and please share with your friends, family and associates if you can. Thanks again!! Mark and Mat

3

Thanks for asking. We answered on today’s show recorded 3/27/24. It should be up in a couple of days. We recommend a consult to get a deep dive and get to exceptions on this.